Michael Stevens (CRD# 5930565) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orem, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Advisors, LLC | Lehi, UT | Jul 2017 - Current | 6 |
| Cwa Insurance Services, LLC | Lehi, UT | Jul 2009 - Current | 14 |
| Townsquare Capital, LLC | Provo, UT | Jul 2017 - Dec 2017 | < 1 |
| Allegis Investment Services, LLC | Lehi, UT | Jan 2016 - Jun 2017 | 1 |
| Retirement Wealth Advisors | Grand Rapids, MI | Oct 2014 - Dec 2015 | 1 |
| Cetera Advisors, LLC | Denver, CO | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2011 |
- AZ
- CA
- ID
- TX
- UT
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts475ACCOUNTS
-
Average Account Value$84,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, TX, UT
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